> ## Documentation Index > Fetch the complete documentation index at: https://neezon.com/llms.txt > Use this file to discover all available pages before exploring further. # Smarty Discounts features reference > Long A–Z reference (not a tutorial) for what each discount setting does: sidebar tools, methods, value types, tiers, purchase type, recurring payments, Combine, BXGY, limitations, and more. New to the app? Read How the app works and Create a discount first. New to Smarty? Read [How the app works](how-the-app-works) and [Create a discount](create-discount) first. **Condition names:** [Field conditions](field-conditions). **Picking a type:** [Match your sale](match-your-sale) · [Pick a discount type](discount-types/index). ## Import and export rules You can **Export rule** while you **edit** a discount to download a **.txt** copy to your computer, and **Import rule** from the **Dashboard** or while you **create** a discount (the file must match the type you picked if you import on the create screen). Step-by-step: [Import and export discount rules](import-export-rules). ## Rule version You can switch **Rule version** so different sets of conditions appear. Labels in the app are similar to: | Version | What it unlocks | Example use case | | ----------------------- | --------------------------------------- | ---------------------------------------------------- | | **Standard** | Core product, cart, and customer fields | Simple storewide or collection sales. | | **Customer / Cart** | Stronger customer + cart attributes | Segment-specific or cart-mix promotions. | | **Company** | B2B **company** conditions | Different pricing for approved **company** accounts. | | **Product / Line** | Line-item level precision | Subscription lines, compare-at, per-variant logic. | | **Standard** (shipping) | Core shipping discount fields | Most free-shipping or method-based deals. | **Legacy version** opens the older editor for the same discount type. Use it only if you still maintain discounts created there. ## Discount method | Method | Meaning | Example | | -------------- | ---------------------------------------------- | ------------------------------------------- | | **Automatic** | Applies when rules match; no code at checkout. | Storewide VIP pricing for tagged customers. | | **Code** | Customer enters one redeem code. | Newsletter campaign `SUMMER20`. | | **Bulk codes** | Many unique codes tied to the same discount. | Influencer packs, one code per customer. | **Bulk code options** can include code count, length, prefix or suffix, character set, and auto-generated vs manual lists. Full walkthrough: [Bulk discount codes](bulk-codes). ## Titles and internal notes * **Title** — What shoppers or staff see in Shopify’s discount list and sometimes at checkout. * **Internal title** — Your private note inside Smarty to find the discount later. ## Auto add to cart When enabled, qualifying gift or promo items can be added automatically when rules match. This is common on gift-with-purchase campaigns. ## Discount value ### Value types | Type | Example use case | | --------------------------- | ------------------------------------------------------------------------------------------------------------ | | **Percentage** | 15% off eligible lines or order. | | **Fixed amount** | \$5 off each qualifying line or off the order. | | **Fixed amount per weight** | \$0.50 off per **kg/lb** for bulk foods (product). | | **Fixed price** | Every eligible mug rings through at **\$9.99** in each currency you configure. | | **Fixed set total price** | Any **4 shirts for \$40** — the total for all items in one complete mix & match set (bundle discounts only). | | **Custom rate** | Advanced rates on tiers where billing allows. | | **Free** | 100% off eligible get items (often with BXGY). | ### Multiple currencies If your store sells in more than one presentment currency: 1. Turn on each checkout currency in [Settings](settings#display-currencies). 2. Fill each fixed-money field for every currency you support. 3. Keep in mind that percentage discounts use one percentage across currencies. ### Add Tier button The **Add Tier** button appears for **Product** and **Order** discounts. **Workflow:** [Tier workflow](tier-workflow) ### Tier vs volume calculation * **Volume-based** — One discount rate for **all** qualifying quantity, subtotal, or weight, using the highest tier reached. * **Tier-based** — Different rates apply to each slice of quantity, subtotal, or weight. ### Break dimensions * **Product** discounts can break tiers by **quantity** or **weight**. * **Order** discounts can break tiers by **quantity**, **subtotal**, or **weight**. ### Purchase type `Purchase type` is part of **Discount value**. | Setting | Use case | | ---------------- | -------------------------------- | | **One-time** | Normal cart purchases only. | | **Subscription** | Only subscription selling plans. | | **Both** | One-time and subscription lines. | ## Type-specific field sections ### Apply rule **Apply rule** chooses what the discount targets once the cart is eligible. * **Product** discounts: products, variants, collections, tags, vendors, and similar catalog filters. * **Shipping** discounts: shipping address and shipping method conditions. For field names, see [Field conditions](field-conditions). ### Exclude rule **Exclude rule** appears on **Order** discounts when some items or situations should not count toward the order discount. ### Combine discount **Combine discount** is one promotion with separate **Discount components** tabs for **product**, **order**, and optional **shipping**, plus **one** shared **Eligibility for discount** and a single **Purchase type**. Each tab mirrors that slice’s usual value and rule sections (product apply rules, order exclusions, shipping apply rules). Full walkthrough: [Combine discount](discount-types/combine-discounts). ### Customer buy On **Buy X Get Y**, **Customer buy** defines what the shopper must buy first. ### Customer get On **Buy X Get Y**, **Customer get** defines the reward line, free item, or discounted item the shopper receives. | Variant | Purpose | | ---------------------- | --------------------------------------------------------------------------- | | **Classic BXGY** | Buy quantity or spend threshold → get N items at % off, fixed off, or free. | | **Gift with purchase** | Tiered or single gift products when spend or quantity thresholds are met. | ##### Gift mode and tiers * **Single vs all** gift products — one shared quantity vs per-product quantities. * **Multiple tiers** — gift A over $50, gift B over $100, and so on. #### Tracked items Tracked items help the app remember which cart lines already consumed a BXGY benefit. ### Mix & match sets (entries) **Mix & match set** discounts require the cart to contain a specific **combination** of items before anything is discounted. The editor exposes: | Area | Meaning | | ---------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Discount value** | **Percentage** (off every matched item), **Fixed amount** (per complete set), or **Fixed set total price** (the total for all items in one set — e.g. "any 4 for \$40"). | | **Set requires** *(entries)* | One or more **slots**. Each entry has its own rule tree (product / collection / tag / vendor / variant / …) **plus** a required quantity. All entries must be filled for the discount to trigger. | | **Max sets per order** | Cap the number of **complete sets** the discount can apply to in a single order. A cart with enough for 3 sets and a cap of 2 gets the discount twice. | Per-entry quantity counts the **total matching items** across the cart — same variant or mixed. One entry is allowed (for plain "any N of X" deals); up to 10 are supported. Deep dive: [Mix & match set](discount-types/bundle-discounts). Creating set discounts requires **Lite** or higher — [Plans](plans). ### Discount code rejection (rules) Use **Discount code rejection** when a campaign should **decline redeeming certain codes** instead of granting money off: | Area | Meaning | | --------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Rejection rules** | Ordered list—each rule has a **code** matcher (operators such as equals / contains plus one or many strings), an optional nested **Conditions** tree, and shopper-facing **messages** (**120 characters max** per locale). | | **Checkout behavior** | For each entered discount code Shopify sends as eligible for evaluation, the app finds the **first** rule whose code matcher **and** conditions both match, then rejects that redemption with your localized message. | This type hides **discount value**, **combinations**, and ordinary **discount method** switches; Shopify still surfaces the automation as an **automatic** discount in Admin. Detail: [Discount code rejection](discount-types/discount-code-rejection) — **[Plans](plans)** describes billing tiers. ## Strategy This section controls **how** the discount behaves after the right items or customers are matched. ### Apply method For product discounts, **Apply method** controls how lines are grouped: | Mode | Idea | Example | | ---------------------------------- | ------------------------------------------------ | --------------------------------------------------------------------- | | **Per line item** | Each variant line is its own bucket. | 3 red + 3 blue shirts → two separate groups of 3. | | **Per product** | All variants of the same product share a bucket. | 6 shirts same product, mixed colors → two groups of 3 together. | | **All matched** | Every matched line is pooled. | Mixed SKUs; every 3 items anywhere in the pool trigger the next step. | | **Cheapest / most expensive line** | Only one matched line gets the benefit. | BOGO-style focus on one line. | ### Limitations Common limitation controls include: | Limit | What it does | Example | | ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------- | | **Discount after N items** | Skip the first N matching units, then start discounting. | First 2 tees full price, discount from the 3rd onward. | | **Discount every Nth item** | Only every Nth matching unit gets the deal. | With N=3, the 3rd, 6th, 9th… pair of socks is half price — the others pay full. | | **Discount in packs of N** | Requires N matching units to trigger; all N in each complete pack are discounted. Mutually exclusive with *Discount every Nth item*. | With N=4, buying 3 gets nothing, buying 4 discounts all 4, buying 8 discounts 2 full packs (all 8). | | **Maximum discount quantity** | Cap how many units get the reduction. | Max 5 discounted items per order. | | **Maximum discount amount** | Cap the total money discounted. | Never more than \$100 off per order. | | **Priority (cheapest / expensive first)** | Choose which units use the limited slots first. | Discount the cheapest matches first. | | **Minimum profit** | Protect a margin or cost floor. | Prevent discounts below cost. | ### Free shipping `Free shipping` can appear on **Product**, **Order**, and **Buy X Get Y** discounts. It is shown inside different sections depending on the type. ## Eligibility for discount **Eligibility for discount** controls who can get the offer and what must be true about the whole cart or customer. Examples: * customer tag = wholesale * logged-in customer only * cart subtotal over a threshold * country, market, or company restrictions For exact field names, see [Field conditions](field-conditions). ## Maximum discount uses * **Total uses** — Cap how many times the code can be redeemed. * **Once per customer** — Let each customer use it only once. ## Recurring payments This section appears after **Maximum discount uses** when **Purchase type** is **Subscription** or **Both**. Use it to decide whether the discount affects the **first payment only**, **multiple payments**, or a limited number of billing cycles. ## Discount tags In the editor **sidebar**, the **Tags** card edits **Shopify discount tags** stored on this promotion (`DiscountAutomaticApp` / `DiscountCodeApp` **tags** in Admin—the same notion as tags on other Shopify discounts). * **Search and pick** — Suggestions come from discount tags already used in your store (Admin **read discounts** data). You can also **add new tags** by typing and confirming. * **Why use them** — Tags help you **organize and filter** discounts in Shopify Admin. They also power **Same-line combine tags** when you allow product discounts to stack on a single cart line (**Shopify Plus** — see [Combinations](#combinations)). * **Internal tag** — Smarty keeps a hidden internal tag on save so the app can recognize its discounts. You do not need to add that tag yourself; it does not appear in this field. ## Combinations Controls whether this discount stacks with other **product**, **order**, and **shipping** discounts already in Shopify. ### Product, order, and shipping Use the checkboxes to allow combining with **product discounts**, **order discounts**, and (when applicable) **shipping discounts**. The card can summarize **how many other discounts** might stack with this one at checkout and link to a list—always verify real carts in checkout. ### Same-line combine tags **Shopify Plus only.** Normally **only one product discount** applies to a **single cart line**. When **Product discounts** is enabled under **Combinations**, **Same-line combine tags** appears. Add one or more tags that must **pair with [Discount tags](#discount-tags) on another product discount** so **both** product discounts may apply to the **same line**: 1. Each discount lists tags in **Same-line combine tags** that must appear as **discount tags** on the **other** discount. 2. Example: Discount **A** lists `SEASONAL` here and is tagged `LOYALTY`; Discount **B** lists `LOYALTY` here and is tagged `SEASONAL`. Then **A** and **B** can both apply to one line when both otherwise qualify. If **Product discounts** is turned off, same-line tags are cleared. On non‑Plus stores the field is **disabled**—same-line stacking follows Shopify’s plan limits. ## Active dates **Start** and **end** control when Shopify may apply the discount. Respect your store timezone. ## Time period Restrict when the discount is active to certain days of the week and time windows. ## Test mode Marks the discount as **test** so you can validate rules without treating it as a live campaign. This often works with a test email domain in [Settings](settings#test-mode-email-domain). ## Debug button When shown, **Debug** helps you inspect why the current discount does or does not apply for a cart. ## Duplicate and shareable link * **Duplicate** — Clone settings to tweak a new campaign. * **Shareable link** — For automatic discounts, Shopify may expose a URL you can copy for email or landing pages.